AI in Finance: Shejal Ajmera Building Crisp Idea & Beating the Giants

What's this about?

Discover how AI is transforming the world of finance in this candid conversation between Kabir and Shejal Ajmera , Founder & CEO of Crisp Idea. From battling bias in institutional research to democratizing investment insights for retail investors, Sejal shares her 17-year journey and how her team of analysts in Bangalore is matching global giants like Goldman Sachs.

What you'll learn:

How AI is disrupting traditional investment research
Get a firsthand look at how automation, sentiment models, and alternative data are reshaping the finance world.

Inside Crisp Idea’s proprietary AI stack
Learn how 14 custom AI models power their insights and why they’re competing with global giants like Goldman Sachs.

B2B vs B2C in advisory models
Explore the unique challenges of building scalable financial solutions for institutions vs. retail investors.

Why human insight still matters in finance
Understand the role of judgment, ethics, and psychology in building responsible, AI-driven investment tools.

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Top Takeaways

AI levels the field—but insight still wins
Crisp Idea shows that a sharp analyst team + smart models can challenge global players, even from Bangalore.
B2C in finance is harder than it looks
Building trust and delivering ROI at scale to retail users takes more than a sleek dashboard—it demands deep understanding.
Sentiment and psychology drive returns
AI can read the market, but investor behavior is still unpredictable—data needs context.
Responsibility is non-negotiable
Sejal emphasizes building AI that doesn’t just perform—but explains, adapts, and stays transparent.

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